State and Local Tax Forum

alpharetta & atlanta, ga
Alpharetta, GA
 April 23, 2019
 The Hotel at Avalon
Atlanta, GA
 April 24, 2019
 Buckhead Club

Join DHG’s State & Local Tax (SALT) Practice in Georgia for a half-day CPE session focused on the latest SALT issues, including the adoption of Wayfair by states, M&A and tax reform.

Following the forum, you’ll have an opportunity to connect one-on-one with our SALT team to dive into your questions.

DHG’s SALT Forum will count up to four hours of CPE credit, pending approval.

We are offering two convenient dates and locations this year:

  • April 23: Alpharetta at The Hotel at Avalon (No spots remain for registration)
  • April 24: Atlanta at the Buckhead Club


1:00 PM - 1:20 PM Registration
1:20 PM - 2:10 PM Federal Tax Reform: A State Taxpayer’s Perspective
Presented by: Jack Small & John Iannotti
2:10 PM - 3:25 PM Life in a Post-Wayfair World: Where Are We Now?
Presented by: Jack Small & Tommy Varnell
3:25 PM - 3:45 PM Break
3:45 PM - 4:25 PM SALT Trends & Pitfalls in M&A
Presented by: John Iannotti & Bill Poad
4:25 PM - 5:00 PM Panel Discussion: Becoming a SALT Superhero
Presented by: Jack Small, John Iannotti, Tommy Varnell, Bill Poad and special guest presenter Tom Croteau, Senior Managing Director, Project Management & Client Services of Development Advisors
5:00 PM - 6:00 PM Networking, Drinks and Hors d'Oeuvres


Alpharetta, GA

The Hotel at Avalon
9000 Avalon Blvd.
Alpharetta, GA 30009
Map and Directions

Atlanta, GA

Buckhead Club
3344 Peachtree Road NE
Atlanta, GA 30326
Map and Directions



Registration for this event is now closed.

CPE Information

CPE Credit: 4 hours, pending approval

Delivery Format: Group live

Who Should Attend: Financial and tax executives

Prerequisites/Advanced Preparation: Basic knowledge of accounting and tax concepts

Course Level: Beginning and intermediate

Learning Objectives: Upon completion of this event, you will be able to discuss: the issues and impacts federal tax reform has on state taxpayers in 2019, the latest legislation and trends following the Wayfair Supreme Court decision for businesses that operate in multi-state environments, the income tax and sales/use tax common issues for mergers and acquisitions and real business examples of sales tax refund work, income franchise, negotiated incentives and other state tax opportunities.


There will be no refunds issued as this is event is complimentary. If you have any questions regarding administrative policies such as registration or cancellation, please contact Elizabeth tum Suden at or 404.681.8204.


Please direct any CPE related questions to

Dixon Hughes Goodman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site:


Speakers Photo Croteau, Tom
Senior Managing Director, Project Management & Client Services

Tom Croteau joined Development Advisors (DAI) in a leadership capacity for the company’s business development and incentives negotiation services. Tom is establishing DAI’s Atlanta office to help the company better serve its client base in this region of the Southeastern U.S. Read more.

John is a Tax Partner in the Charlotte office of Dixon Hughes Goodman with more than 20 years of tax experience focusing on state & local tax and accounting management and reporting.Prior to joining the firm, John was a director in the Industry Services Group tax practice of a Big Four firm. There his emphasis was in tax consulting services and public company tax provision audits of Fortune 500 companies in the utility/energy and manufacturing/distribution industries regarding ASC740, federal, and state & local income tax matters including the uncertain tax positions associated with clients’ adoption of FIN48. Read more.

Speakers Photo Poad, Bill
Senior Manager

Bill has more than 25 years of experience in various aspects of the sales and use/indirect tax field, including 10 years with Big Four accounting firms. He also has experience with a Fortune 50 manufacturer and was a state revenue audit agent. Bill’s experience helps him guide his clients through collection, remittance, nexus, reporting issues and requirements associated with indirect taxation. Read more.

Jack Small is a Director in the DHG State & Local Tax Practice, and is based in the Firm’s Atlanta, Georgia office. Jack has experience in numerous areas of state and local taxation including corporate income and franchise tax, sales and use tax, and unclaimed property. His experience includes apportionment planning, combined unitary reporting issues, nexus determinations, accounting for income taxes, taxability studies, audit representation, and amnesty / voluntary disclosure negotiations. Read more.

Speakers Photo Varnell, Tommy
Senior Manager

Tommy Varnell is a Senior Manager in DHG’s Atlanta office, specializing in State and Local Tax (SALT) matters. Tommy primarily focuses on indirect tax and unclaimed property matters, but his versatile background allows him to get involved in other areas as well. Tommy possesses 15 years of tax experience, with a blend of both consulting and industry. He has had involvement with a wide variety of industries including manufacturing, service, retail, transportation, healthcare, telecommunications and technology.